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#16 How the financial advice industry is shifting to a profession
Manage episode 327444615 series 3168744
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In this episode, Dwight, Ian, and Isaiah discuss the following:
The shift of fee models in the financial advice world and why that’s a good thing. The profession is moving from just sales. The idea of being a specialist as well.
Tweet of the Week: The problem with social media trolls and direct messaging nasty-grams. Do better!
Finally, why choosing a financial advisor based on an awards list is often not the wisest choice. Ensure you understand how these awards are given, and the inheritant conflicts in how they are awarded.
28 episoder
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